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Perfromance Wealth Partners’s Bank of America BAC Stock Holding History

Perfromance Wealth Partners’s Portfolio BAC Stock Details BAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.92M Buy
103,917
+10,441
+11% +$555K 0.15% 34
2026
Q1 		$4.56M Buy
93,476
+38,103
+69% +$1.97M 0.13% 33
2025
Q4 		$3.05M Buy
55,373
+14,757
+36% +$780K 0.08% 43
2025
Q3 		$2.1M Buy
40,616
+10,872
+37% +$530K 0.06% 48
2025
Q2 		$1.41M Buy
29,744
+12,020
+68% +$506K 0.05% 58
2025
Q1 		$740K Buy
17,724
+565
+3% +$25.2K 0.03% 75
2024
Q4 		$754K Sell
17,159
-2,066
-11% -$90.9K 0.02% 74
2024
Q3 		$763K Buy
19,225
+12,219
+174% +$490K 0.03% 75
2024
Q2 		$279K Buy
+7,006
New +$268K 0.01% 132
2023
Q4 		– Sell
-16,374
Closed -$448K – 165
2023
Q3 		$448K Sell
16,374
-3,301
-17% -$97.7K 0.02% 112
2023
Q2 		$572K Sell
19,675
-144,856
-88% -$4.13M 0.03% 103
2023
Q1 		$4.71M Sell
164,531
-46,064
-22% -$1.52M 0.24% 35
2022
Q4 		$6.97M Sell
210,595
-30,421
-13% -$1.05M 0.42% 27
2022
Q3 		$7.28M Sell
241,016
-28,942
-11% -$968K 0.42% 23
2022
Q2 		$8.4M Sell
269,958
-35,622
-12% -$1.28M 0.47% 25
2022
Q1 		$12.6M Buy
305,580
+117,284
+62% +$5.29M 0.55% 23
2021
Q4 		$8.38M Buy
+188,296
New +$8.58M 0.34% 31

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Perfromance Wealth Partners's BAC Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Bank of America (BAC) stake by 11% in Q2 2026, buying an estimated $555K and bringing the position to 103,917 shares worth $5.92M. The position accounts for 0.15% of the portfolio, ranked #34.

Perfromance Wealth Partners first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $12.6M in Q1 2022. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Perfromance Wealth Partners held 103,917 shares of Bank of America worth $5.92M as of Q2 2026.
  • Perfromance Wealth Partners bought 10,441 Bank of America shares in Q2 2026, an estimated $555K.
  • Bank of America made up 0.15% of Perfromance Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Perfromance Wealth Partners first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • Perfromance Wealth Partners's Bank of America position peaked at $12.6M in Q1 2022.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.